This role serves as a senior-level financial analyst within the Finance Division. The individual in this role will have responsibilities to support the finance division in a broad range of activities, including being a key contributor in the companywide financial planning and forecasting process, performing quantitative analyses of information to support business decisions, supporting long-range financial planning, and having exposure to various finance leadership levels and other business functions.

RESPONSIBILITIES:

• Support the development of annual budgets, quarterly forecasts, and long-range financial plans for the company, and collaborate with team members and business partners to gather inputs and assumptions for financial projections
• Analyze variances from plan or forecasted results and prepare presentation materials to communicate results
• Build relationships with internal stakeholders across various departments and serve as a trusted resource for financial information and analysis
• Assist in the development of financial plan materials for the Executive Team, Strategic Planning group, and Board of Directors
• Maintain and enhance financial models to support decision-making and scenario analysis
• Support efforts for the expense benchmarking study, particularly around data collection, review of results and developing tools to assist departments with expense analysis/alignment with goals coming out of the expense benchmark review
• Participate in ad-hoc financial analysis and special projects to evaluate strategic opportunities, capital management, and other business initiatives
• Assist in implementing improvements and best practices to streamline financial planning and analysis processes, increase efficiency and effectiveness in financial planning activities, improve data accuracy, and enhance reporting capabilities
• Lead the monitoring and analysis of industry and competitor results
• Stay informed about industry trends, regulatory changes, and best practices in financial planning and analysis
• Support the Financial Reporting team as a back-up for processes, particularly surrounding accrual and expense entries/processes, review of management reports, and other process areas as needed
• Ability to lead small projects within the team and advance the department’s practices

QUALIFICATIONS:ESSENTIAL:

• Bachelor's degree from four-year college or university in Accounting or Finance required
• Certified Public Accountant (CPA) or equivalent professional designation preferred
• Minimum 3-5 years of experience in an accounting or financial analysis role and proficiency working within a financial planning software required
• Strong accounting and financial skills, with knowledge of insurance industry or related financial service sector and statutory accounting experience preferred
• Strong written and verbal analytical skills with demonstrated ability to model, interpret and report financial data
• Detail-oriented with a focus on accuracy and data integrity
• Effective organizational skills to maximize time limitations, meet deadlines, and prioritize requests and assigned tasks
• Ability to work independently and collaboratively in a team environment, managing multiple priorities and deadlines effectively
• High degree of discretion / confidentiality, strong problem-solving skills and the ability to think critically and analytically
• Senior-level experience with Microsoft Office applications, especially Excel/MS Teams

PREFERRED:

• Bachelor’s degree in accounting/finance required, commensurate experience to be considered
• Certified Public Accountant (CPA) or equivalent professional designation preferred
• 3-5 years related experience required
• Insurance industry experience preferred